Money Stuff: The Podcast Tellers in Dallas: TSLA, FD, PE
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Aug 8, 2025 A hilarious banter unfolds as hosts discuss vacation plans, humorously interrupted by Elon Musk's antics. The podcast dives into Musk's hefty $28 billion stock options from Tesla while grappling with corporate governance. Listeners explore the intricate world of corporate access, shedding light on how body language reveals more than words in investor meetings. They also analyze shifts in communication during the pandemic, revealing how strategy sharing in virtual settings has transformed the corporate landscape.
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Matt Vs. Elon Vacation Timing
- Matt suspects Elon Musk unconsciously times big moves during his vacations so Matt must write about them.
- He plans to test that during his two-week break.
Tesla's $28B Good-Faith Award
- Tesla gave Elon Musk a $28 billion interim award as a good-faith down payment.
- It vests only after two years and cancels if his 2018 options are reinstated.
Accountants Treat Grant As Unlikely To Vest
- Tesla told accountants the grant is unlikely to vest and booked no compensation expense.
- That stance reflects narrow vesting conditions and uncertainty about overturning the Delaware ruling.